19/11/2025 Fixed Income & FX Fixed income in the new policy order As US fiscal expansion tests Fed independence, tilt to investment grade credit and European peripheral debt.
15/09/2025 Economy & Markets Back to school: from summer clarity to autumn’s changing win... Explore the impact of tariffs on global growth, earnings clarity, and market shifts in 2025. Insights on US, Eurozone, and Emerging Markets growth dynamics.
11/04/2025 Economy & Markets Navigating trade war turbulence Trade wars are disrupting the global economy, potentially causing profit recessions from rising costs and lower demand. Investors should focus on European...
31/03/2025 Economy & Markets The direction of long term rates in an era of high debt High public debt and adverse demographics suggest long-term interest rates may remain elevated, with increased volatility and global contagion risks.
12/03/2025 Podcasts Outerblue Talks Research - US fixed income - Early pain, lat... The podcast discusses the impact of recent US economic policies on the bond market, highlighting current challenges and potential future gains for investors.
11/03/2025 Economy & Markets Tariffs and European news fuel volatility In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.
6/02/2025 Scenarios, risks and macroeconomic forecasts This article analyzes macroeconomic forecasts and risks affecting global markets, offering insights into potential scenarios and investment strategies...
